The Problem Stock Market, and an interview with Helima Croft
RiskReversal Pod
RiskReversal Media
4.7 • 836 Ratings
🗓️ 4 March 2022
⏱️ 64 minutes
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Summary
Transcript
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| 0:00.0 | I'm starting the podcast on a high note today because Dan Nathan and I are together in New York City. |
| 0:06.0 | Danny Moses, how are you? Good. I miss it. I'm jealous. Where are you, Danny Moses? I'm in his studio as well. |
| 0:12.0 | Dan in Bocroton. Of course you are, because that's where you spend the majority of your time as I should. |
| 0:17.6 | But you know what, Danny? I still got a hump and work hard. I haven't reached the |
| 0:21.7 | status that you've gotten to. I'm working my ass off down here. And I'll be back up there soon. |
| 0:27.2 | Now he's a big movie star. In one week, he was on CNBC's Fast Money. Who was? Danny Moses. And then he |
| 0:33.0 | was also on the John Stewart show on Apple Plus. Stop. Yeah. One week, all in one week. Guy, what else |
| 0:38.9 | have you been on other than CNBC? Don't bury the lead here. There's a, there's a term when you |
| 0:42.9 | hide something that you're supposed to be talking about. They call that burying the lead. Danny Moses, |
| 0:47.1 | we're going to talk about this at length, I'm sure, but you were on that John Stewart show. Stewart's show? Yes, it came out today. Well, look, there's clearly a lot going on. |
| 0:54.7 | And in case you were curious, you are listening to the On the Tape podcast. |
| 0:59.9 | Now, my sense, Dan, Nathan, if I'm not mistaken, we're 14 months or so into this thing. |
| 1:04.5 | Is that about right? |
| 1:05.3 | Yeah, I think our first episode was January 15th, 2021. |
| 1:09.4 | That's incredible. |
| 1:10.2 | And I think we've breached in the definition of breached. |
| 1:13.5 | It means we've gotten to the other side of one million downloads. Is that correct? |
| 1:18.0 | Yeah, man. Wow. That's unbelievable. And it's thanks to you folks at home that make it happen. |
| 1:22.9 | This week, we got a lot going on. Jerome Powell came out and seemingly assuaged the concerns of some of the |
| 1:29.8 | stock market investors because he said, you know what, we're going 25 basis points. The markets |
| 1:34.2 | seem to like that for whatever reason. ISM gave us a snapshot. What I think is Danny Moses's |
| 1:40.0 | stagflation, which by the way, he started talking about last summer. And we have a job report that will come out as this podcast drop. |
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